The Problem This Solves
Many sites are enrolling and executing studies but still losing money.
Approved budgets that don’t reflect true workload
01
Missed or delayed billables
02
Inconsistent invoicing and reconciliation
03
Limited visibility into study-level profitability
04
Financial decisions based on assumptions, not data
05
What We Actually Do
Financial systems designed to protect revenue, improve visibility, and support sustainable growth.
01
Financial Advisory & Performance Visibility
We provide leadership-level financial guidance that delivers clear insight into study and portfolio performance. This includes revenue forecasting, margin and contribution analysis, and study-level evaluation so leadership can allocate resources with precision and confidence.
02
Billing Optimization & Charge Capture
We align billing workflows with protocol requirements, visit schedules, and approved budgets to ensure all services rendered are accurately captured and invoiced. By strengthening documentation alignment and follow-up processes, we eliminate missed billables and improve cash flow predictability.
03
Protocol Financial Optimization
We conduct detailed, line-by-line protocol reviews to identify missed revenue opportunities, hidden cost drivers, and inefficiencies. Staffing, vendor use, and workflows are aligned to maximize allowable revenue without increasing risk or compromising quality.
04
Financial Reconciliation & Revenue Protection
We establish disciplined reconciliation processes that compare completed visits to billed items, identify discrepancies, and recover unpaid or underpaid invoices. Leadership gains visibility into what is earned, billed, paid, and outstanding at all times.
How We Work With You
Our engagement models are designed to meet your site exactly where it is. We provide the right level of leadership, structure, and execution support without disruption, dependency, or loss of control.
01
Embedded Financial Leadership
We work alongside site leadership and operations teams to provide ongoing financial oversight, strategy, and execution alignment.
02
Project-Based Financial Optimization
We deliver focused engagements such as protocol financial reviews, billing workflow redesign, or reconciliation cleanup each with defined scope and outcomes.
03
Hybrid Support Model
We combine embedded oversight with targeted financial projects, ensuring daily stability while addressing high-impact gaps as they arise.
01
Before Trial Aid
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Inconsistent margins across studies
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Manual, delayed billing processes
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Limited visibility into profitability
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Missed or disputed invoices
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Financial decisions based on estimates
02
What Changed
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Study-level financial tracking tied to execution
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Optimized billing and reconciliation workflows
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Protocol-driven revenue capture
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Staff trained on visit-level financial impact
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Clear leadership dashboards
03
The Result
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Increased revenue capture from existing studies
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Faster reimbursements
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Improved margins without increased enrollment
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Confident, data-driven financial decisions
Are You Ready to Transform Your
Research Site?
Contact us and request a free consultation today!
COMPANY
CONTACT
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Independent
research
sites
Our Approach
Trial Aid treats finance as an operational system, not an accounting afterthought.
We align protocols, workflows, documentation, and billing so financial performance mirrors execution reality. By embedding financial discipline into daily operations, we help sites protect margins, improve predictability, and build long-term enterprise value.
Trial Aid is not an SMO.
We strengthen financial control while preserving full ownership and decision making.
Financial Optimization
Trial Aid’s Financial Optimization services align financial
strategy with real-world protocol execution. We help
research sites eliminate revenue leakage, improve cash flow
visibility, and ensure every study is financially sustainable
without compromising compliance or sponsor trust.